Amazon is selling NVIDIA's newest AI chips for its AWS AI infrastructure while also developing its in-house Trainium and Graviton chips to challenge NVIDIA's dominance.
AWS showcased its dual strategy of using NVIDIA's chips and promoting its own silicon, such as Trainium2, Trainium3, and upcoming Trainium4, offering energy and cost efficiency advantages over NVIDIA.
Alchip is expected to be the exclusive foundry partner for AWS Trainium3 and possibly Trainium4, with Alchip collaborating with Astera Labs on a potential 2nm Trainium4 chip.
Despite its in-house chip ambitions, AWS is also offering powerful NVIDIA setups like the P6e-GB200 UltraServers with NVIDIA's Grace Blackwell Superchips, demonstrating a hybrid approach in balancing reliance on NVIDIA and advancing its own silicon technologies.